There are several methods of transferring property at death. A transfer of probate property by a valid will or a deed of transfer will generally involve the assistance and advice of an attorney. While ...

An often-neglected area in the world of benefit plan administration is the beneficiary designation form. Many participants complete their beneficiary designations incorrectly because they don’t read ...

・Beneficiary designations on retirement accounts, life insurance, and bank accounts are legally binding contracts that override your will and an outdated form can send your assets to the wrong person.

One of the biggest myths and misconceptions of estate planning is that a will controls the disposition of all one’s assets at death. This is not the case. Failing to distinguish the difference between ...

In general, a waterfall provision provides instruction for what happens to a benefit when the participant dies before that benefit begins and there is either no beneficiary designation or no ...

Most parties know the importance of saving original wills. They are executed with great formality, notarized, and regarded as the final work in distribution of property. What many, if not most, people ...

An often-neglected area in the world of benefit plan administration is the beneficiary designation form. Many participants complete their beneficiary designations incorrectly because they don’t read ...